Principal Engineer, AI and UCX Platform, VP
NatWest Group
Design secure, scalable AI solutions for NatWest’s banking platforms. Lead architecture, automation, DevOps and agentic AI engineering.
Open
Wealth Without Wall Street is a financial education company focused on helping individuals build a clearer path toward financial freedom. Its approach combines a personal vision, an investor profile, and structured guidance to help clients improve cash flow, manage debt, and develop a stronger focus on passive income. Operating across finance, fintech, and consumer education, the company provides practical strategies designed to make long-term wealth building more intentional and accessible.
Remote Client Success Manager
Support Wealth Without Wall Street’s existing clients and prospects through proactive conversations, policy reviews, referrals, and new business development.
Description
- Manage a portfolio of existing clients and previous prospects
- Conduct frequent phone calls and meaningful client conversations
- Reconnect with inactive clients and prospects who did not complete the process
- Conduct policy reviews and explain policy loans and PUAs
- Coordinate client service while the operations team manages paperwork
- Spot opportunities involving new capital, business sales, or expanding families
- Guide clients toward next steps and schedule meetings with IBC strategists
- Request referrals from satisfied clients and follow up to develop conversations
- Introduce clients to the Passive Income Lab when relevant
- Reconnect with clients who may be considering leaving
- Record every call and follow-up step in HubSpot
- Track weekly performance across contacts, opportunities, referrals, and cases
Requirements
- At least two years of experience in sales, account management, or client relationships, preferably in insurance, financial services, or wealth management
- Demonstrated ability to meet targets while maintaining positive client relationships
- Confidence handling phone and video conversations throughout the day
- Consistent CRM practices; HubSpot experience is a plus
- Active life insurance license or willingness to obtain one within 60 days
- Knowledge of whole life insurance or Infinite Banking is highly valued
- Résumé required
- Short video covering your background, sales and client service experience, and an example of exceptional client service leading to additional business or a referral
- Finalists complete a brief Culture Index survey and live role-play call
Benefits
- Base salary of $40,000–$50,000
- Uncapped commission for each new case and referral, including 8% of each originated case plus referral and Lab bonuses
- Conversations with warm prospects rather than cold contacts
- Strategists manage the technical close, allowing you to focus on the relationship and the ask
- Paid licensing when applicable
- Training in Infinite Banking, the service process, and HubSpot
- Join a fast-growing team focused on helping families build wealth outside Wall Street
- Remote work
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